Provide a consistent, on-brand experience for your clients with Dock.
Onboard customers, manage projects, share files, embed tools, track engagement, and sign renewals—all while reinforcing your brand identity.
With Dock, every customer touchpoint is a reflection of your brand. Provide a cohesive client experience from start to finish.
White-label your client portals with your logo, banner, custom colors, and website domain to make Dock an extension of your company.
Most white-label client portal software locks you into one rigid format. Dock is different.
Our flexible workspace editor lets you tailor every section and page of your portal. It's as easy as editing a document or building a slide deck.
Start from a company portal template to launch a new client portal in seconds.
Then instantly personalize it with your customer’s logo, account name, and other custom CRM fields.
Most project management tools are built for internal projects. Dock is designed specifically for collaborating with clients.
Stop wasting time bouncing between different tools. Dock’s white-label portals centralize all your files, deliverables, and communication in one place.
Loom, Gong, Zoom, Typeform, Google,
Wistia, Pandadoc, or anything else
Easily share the most up-to-date content and resources with your customers through your white-labeled portal.
Identify your most engaged customers and spot those who need extra attention during onboarding or leading up to a renewal.
Need more information? Contact our sales team →
Account executives use Dock a few different ways:
Intro/Demo Follow Up: After a call, every AE sends over a long email with too many links and attachments. With Dock, AEs send a single trackable link that hosts all of the sales, marketing, and product collateral.
Enable Champions: Dock helps AEs package everything champions needs to know in one place that can easily be shared with internal stakeholders
Differentiate from the Competition: Dock makes it easy for AEs to provide a personalized buying experience for prospects.
Manage Complex Deals: Dock gives AEs the tools to manage complex deals from mutual action plans to shared notes.
Sales Engineers use Dock to manage proof-of-concepts. Dock workspaces can be used to store key information like project timelines, product documentation, key stakeholders, success criteria and more. Check out one of our templates to get started.
Sales leaders use Dock to build a repeatable sales process. With company templates, Sales leaders control how Sales reps share information with prospects and make sure everyone is following the right steps to get a deal done.
Dock supports the full range of sales cycles from smb/transactional to mid-market and enterprise deals. The main difference is the type of template that an AE would use with prospects.
For more transactional deals, AEs use a simple template with basic personalization. For these deals, Dock provides a standard way to share your complete offering with a prospect.
Check out Dock's SMB/Transactional Sales template.
For complex deals, AEs use a more in-depth template with personalized content. For these complex deals, Dock provides tools like mutual action plans to help guide the sales process. And Dock provides a way to share different pieces of content as the sales cycle progresses.
Check out Dock's Enterprise sales template.
Dock helps AEs at PLG companies build the case to senior leadership and IT around why the company needs to upgrade the account. Dock makes it easy to capture product usage, explain the higher tier offering, detail next steps and share customer success stories.
Try Dock's product-led sales template.
We’ve found prospects are excited to use Dock as it’s a frictionless experience. Prospects don’t need to create a login/password to engage in a Dock workspace. They just put in their email and on the backend sales reps have security controls for specific domains and emails. In practice, Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.
Dock is just a link, which is the atom of the Internet. Everyone is comfortable with the concept of links.
That being said, our best practice is to introduce Dock workspaces on a call and within follow up emails. That way clients know what to expect and what resources are available within the workspace.
Importantly, when prospects don’t engage with a Dock workspace it’s a great signal to the sales rep on the quality of the buyer. It helps a sales rep understand whether it makes sense to spend more time working on that deal or move on to someone who is more engaged.
Dock provides the following analytics:
Views: track when someone views a Dock workspace
Clicks: track when someone clicks on a link
Downloads: track when someone downloads a PDF
PDF Time Spent: track how much time someone spends viewing a PDF and time spent per page (soon)
Drop off Report: track which PDF page someone left (soon)
Action Plan Activity: track progress within our shared project plan
When there’s a new workspace view, Dock will send an email notification to the workspace owner.
Dock currently integrates with Salesforce and the Hubspot integration is coming soon.
Here’s how the CRM integration works:
- Link Account/Opportunity Data with Dock Workspaces
- Pull in new clients directly from the CRM
- Access Dock workspace links from the Account or Opportunity record
Dock gives customer champions a single link to share with internal stakeholders. This link tells the company’s complete story and the value they are going to provide to the customer.
Dock gives sales teams the tools to create and share mutual action plans. Learn more
Sales Portals (also known as a Digital Sales Room) host product, sales and marketing content that helps buyers make a purchase decision. Sales portals host all of your existing content including case studies, FAQs, sales content, pricing proposals, pitch decks, demo videos, mutual action plans, and more.
Sales Portals / Digital Sales Rooms Deep Dive
- Build a differentiated buyer experience that helps customers understand your value
-Syncs with popular CRMs and sales tools like Salesforce. Easy for sales reps create sales portals as part of their workflow
-Create sales portal templates based on sales enablement best practices
-Collaborate in real-time between sales people and prospects
-Track buyer engagement with content and the deal
-Get buyer engagement insights to inform forecasting
-Drip content throughout the sales cycle to match the buyer journey
-Empower champions with the information they need to convince internal stakeholders and decision-makers
-Share marketing content with the sales team via the template library
-Improve how companies approach virtual sales and share sales collateral
Get started with one of our sales templates.
Need more information? Contact our sales team →
Yes, white labeling and custom branding is available to Dock customers on the Growth or Enterprise plans. You can completely customize your brand colors, domain/URL, and more.
Custom branding controls allow you to add your brand’s logos, fonts and colors. Custom domains allow you to remove the dock.us domain completely and host your Dock workspace on your own custom, branded domain.
All Dock customers can take full control of the look and feel of their Dock workspace with custom branding. Custom branding controls allow you to personalize your space and extend the branded user experience to Dock.
Branding controls allow you to customize:
- Logos
- Banner images
- Button colors
- Backgrounds
- Fonts
- Accent colors
Have a look at our guide to configuring custom branding in Dock.
Yes. Dock users on our Enterprise plan can take advantage of custom domains. This feature allows you to replace the default Dock domain with your very own domain name, creating an all-in-one custom, white-label brand experience for your clients.
Have a look at this guide to configuring a custom domain for step-by-step instructions.
Yes, Growth and Enterprise customers can remove Dock branding. With our Enterprise plan, you can use your own custom website domain, removing the dock.us domain completely from the workspaces you create in place of your own.
All Dock users can customize workspaces with your brand’s fonts and colors. You can also upload a logo that will automatically populate each workspace you create.
Yes, Dock’s workspaces are highly customizable. Each Dock workspace is made of fully configurable sections, created from a number of pre-made section types. Sections allow you to also pull in different types of media or connect third-party apps from one of the many native integrations Dock supports. Once created, sections can easily be dragged, dropped, and re-ordered.
Dock also offers three custom header layout options, allowing you to set a cover image and logo that will auto-populate with each new workspace your team creates.
Yes, if Dock’s library of pre-made sections or native integrations aren’t enough for you, you also have the option to inject your own custom-made code. This can be done at the template level or in a specific workspace.
Custom code can be added to either the header or body code. This can be a useful way to implement certain features of Google Analytics or support chat widgets like Intercom.
Take a look at our guide to adding custom code to your Dock workspace for a step-by-step guide.
Dock provides three different access options to help manage how customers access your workspace:
1. Restricted
2. Anyone with a link
3. Landing page mode
The “anyone with a link” option is the default setting and, as the name suggests, allows anyone with the share link access to your workspace. Each user accessing your workspace will still need to enter their email on the login page, so you can monitor who is accessing your workspace.
Restricted is the most secure option. You have the option to restrict access to a specific customer portal either by email domain (e.g., all emails ending in @company.com) or individual emails (e.g., bob@company.com).
The landing page is the most open setting. It allows anyone with a link to access your workspace, and no email is required for access.
Dock takes customer security seriously and takes every measure to ensure your data (and your customer’s data) stays safe. Dock is GDPR compliant and SOC 2 Type II certified. See our Security page for more information.
Dock gives you two ways to share your client portal with customers:
In your workspace editor, enter a client’s email to share the workspace with them directly. When you add a new client, you can select the option to send them a notification.
Alternatively, you can simply copy the link to the workspace and share it like any other link. Including a link in a follow-up email with a client is a great way to re-engage clients and encourage use of your Dock workspace.
Yes. Dock’s messaging functionality can be a great way to get the conversation started or keep your clients engaged.
Each message you set up will start a thread that other users can subscribe to and reply to. New messages will appear near the bottom of the screen when a workspace is accessed. Secure messaging can also be synced with a Slack channel through our Slack integration.
Within the editor view, internal teams can also send internal-only messages when collaborating with a client.
Dock workspaces have several levels of analytics.
You can track which people have accessed a workspace, what actions they took, and what content they accessed.
You can also track engagement at the asset level. PDF files and videos feature more advanced analytics options. With multi-page PDFs, Dock is able to show the time spent on each page and which page was the last to be viewed. With Dock-hosted videos, you can track the average watch time of each video.
You can also get macro-level analytics on how all your customers are engaging with workspaces—such as which customers are most or least engaged.
Dock has several built-in integrations with HubSpot, Salesforce, Slack, Gong, Zoom, Google Drive, ClickUp, Asana, and more. But nearly any tool can also be embedded within Dock—such as Loom videos, Looker dashboards, Typeform surveys, Figma, and more.
A white-label client portal is a platform that is built by a third-party provider but has been re-branded with all your company’s material—brand colors, logos, etc.
With Dock, you’ll have full control over the look and feel of your client portal. Customize logos, banner images, backgrounds, fonts, button colors, and accent colors. Save the time and money required to develop, build and maintain a portal of your own. You can build a complete branded workflows for your company with Dock.
With a white-label customer portal, you can create a collaborative workspace for you and your customers that reflects your company’s brand identity. Without making the significant investment required to develop your own solution, a white-label option removes much of the risk involved. Instead, take advantage of tested and proven workspace providers you know will work.
Dock comes with full support and integrates with many of your favorite service providers.
Each customer scenario is different, but ideally, each client portal should include the following:
- Key contact details
- Shared tasks and project plans
- Product or service information
- Customer success & enablement resources
Here are a few client portal features you’ll want to consider and decide which are most important to you:
- Collaboration tools like secure file sharing, shared calendar view, and instant messaging
- File sharing with customizable permission/access levels
- Knowledge base software
- Support ticket management & tracking
- Project or task management
- Customizable interface
- Billing and invoicing
The majority of client portals fit into one of the following main categories:
- Client collaboration or project management
- Digital sales room
- Customer onboarding or enablement
- Business service hub
- Customer service tools
It's possible to build all of these in Dock.
A secure client portal is designed to make life easier for your clients - and happy clients are good for business.
By providing all information related to your project, as well as a project roadmap that can be updated in real time, support portals can keep projects moving and help streamline processes while ensuring all your clients' questions are answered. Client portals also create direct connections between you and the client, so customers always know the status of their project.
